Training & Beyond

Xero 101- Introduction

Designed for new users either prior to or just after conversion.

ONLINE GLOBAL TRAINING - We are happy to cover these online courses at alternatives times in order to suite better with global time zones. Please contact the trainer direct (Jo Galley on jo@trainingandbeyond.co.nz) to organise a more suitable training session. Please let her know your location and time zone so she is able to assist with booking you in on an alternative webinar.

Description

  • Introduction to Xero and web based software
  • Dashboard
  • Navigation
  • Debtors module
  • Creditors module
  • Customer database
  • Importing of Bank transactions
  • Spend money
  • Receive money
  • Split money payments
  • Transfer of funds
  • Help window
  • Basic searches
  • Bank reconciliation
  • Introduction to Reports - navigation